with us from los angeles is kevin o'leary. he let's try and pivot from what happened over the weekend and the news of the arrest to the news of the week when it comes to investors, the market, and i know what all of you are focused on as well. what do you expect this week? >> i expect hawkish language. i think some of the rise in financials in the last couple of weeks, whether you want to stay with the financials or not, we'll get into that in a minute, but i think some of the appreciation is atrit outable to the fact that we expect the federal reserve not to do anything at this meeting, but to talk about what they are going to do and indicate to the markets that they will be doing something in december. let me also just say i think it was very surprising last night when you turned on the screen at 6:00 and you saw the s&p eight handles higher. i think that's just indicative of the environment that's so difficult to understand right now. >> you would have expected or understood if the market had a more negative view. >> especi

. >> still ahead shark tank's kevin o'leary is on the prowl. he's pushing the buy button on one surprising group of stocks, he'll tell us what those are and why he thinks they could be the s&p 500. i'm melissa, you're watching fast and money on cnbc. in the meantime here's what else is coming up on fast. >> pretty much sums up what's going on with grocery stocks. and it could be signaling a broader trend in the economy. we'll explain. >>> plus. and here's what jp morgan says is about to happen to the market. and the man behind that call will explain why. when fast money returns. everyone thought i was crazy to open a hotel here. everyone said it's so hard to be a musician, but i can't imagine doing anything else. now that the train makes it easier to get here, the neighborhood is really changing. i'm always hopping on the train, running all over portland. i have to go wherever the work is. trains with innovative siemens technology help keep cities moving, so neighborhoods and businesses can prosper. i can book 3 or 4 gigs on a good weekend. i'm

the next day, the ecb basically came out and said, guess what, kevin o'leary, we no longer have your back. and if you look what's happened to interest rates since then, they have all gone up in a significant fashion. so i think u.s. rates are more function of what's happening overseas. doesn't matter. gets you to the same place. >> including the german it ten-year bond. we saw that rise from negative. >> negative yielding bonds are a bubble. almost by definition. it's -- it's never happened before. and it's -- it's happening now. you do not want to be long. those type of fixed income. i could make the argument that on a selloff you want to start buying tlt on a relative value basis. >> buying -- >> that's what i would do. i have about a third of a position in tlt right now. and if we get, let's say back to maybe -- if we get to 180-ish on the ten-year, i'll probably add a little more tlt, because what's happening is the fundamentals of the economy are deteriorating, even if the fed raises. then people are still going to want to buy tlt, because the dollar is going to go up. which has

. >> well, let me do my kevin o'leary impression. >> show me the mondey. >> i want money. >> you haveoney now. >> all i'm saying is i want more. >> let me get your thoughts. >> by the way, atul is with us from dell tech. do you have thoughts on twitter? do you own it? have you ever been short it? >> we don't own it. we're not short it. for twitter to us it's really an argument about not so much about data, but about content and distribution. to us it's -- that's what it's offering to potential suitors of the business. again, to your point, google isn't going to go and acquire twitter for the data. it has better data and a lot more users. if we're looking at twitter, we're really looking at it as the confluence of tech, and we like that, and it's in our portfolios. it's really about distribution and content. not data. >> so mahaney, you still with us? >> yes, sir. >> wanted to make sure you didn't run out for a sandwich here. they overestimated the video metrics for two years. how serious is this? >> i don't think it's a serious issue. we've had different ways that people have tracked

learn more at tiaa.org jeffrey and mark have an offer from kevin o'leary of $300,000 for a $2 royaltyeach unit sold. but lori also seems interested. they say money can't buy happiness. and i agree. but... i can easily make you millionaires. i can get you into retailers, across the country and internationally. and so i'm going to make you an offer. i'm going to offer you the $300,000. but i'm going to ask for 20%, because i understand what it's going to take for me to do all of this. but i think you guys are a hero, and i think the product's a real hero. thank you. thank you. and i'd love for you to say "yes" right now. can you imagine how much equity you're giving up? boy, that hurts. 20%? a lot. i'm thinking i'll make it more interesting for you. i'll do it with my offer because i am mr. wonderful, let's remember that. you are. instead of keeping the $2 royalty on after i recoup my capital, it drops to $1. here--we need a moment, right now, of money meditation. close your eyes. take a deep breath. visualize yourself sailing on a boat with me around martha's vineyard next year. me han